September 18, 2018 Flash Report Register for Free Access Hurricane Florence: Impact on Retailers and Food-Service Operators Estimated at $700 MillionHurricane Florence, a 340-mile-wide Category 1 storm, landed early September 14 near Wrightsville Beach, North Carolina, with hurricane-force winds extending outward up to 70 miles.
September 18, 2018 Company Earnings Update Register for Free Access H&M (STO: HM-B) 3Q18 Sales Update: Sales Momentum Improves from the Last Quarter Thanks to Continuous Business RevampIn 3Q18, H&M grew sales including value added tax (VAT) by 9.1% in reporting currency. Constant-currency sales growth of 4.0% was comfortably ahead of the consensus estimate of 2.6% growth.
September 18, 2018 Insight Report Premium August 2018 US Retail Sales and Traffic: Clothing Retailers Shine while Store Traffic and Sales Continue to DeclineTotal US retail sales increased by 6.2% on a year-over-year basis in August, according to the US Census Bureau.
September 17, 2018 Deep Dive Premium Innovator Intelligence: Connecting the Retail Value Chain with Innovators that Are Revolutionizing the IndustryDue to the rapidly shifting nature of retail, Coresight Research is providing new tools and services to deliver critical business intelligence. Our recently launched Innovator Intelligence platform highlights some of the most promising, forward-looking companies around the globe and provides actionable analysis to help our clients and members anticipate change, collaborate and profit from the rapid innovation in retail.
September 17, 2018 Insight Report Premium US Holiday Outlook 2018: Looking for 4% Growth with E-Commerce Set to Capture One in Every Five Nonfood DollarsWe are optimistic about the prospects for holiday sales in the US this year and forecast a 4% year-over-year increase in total retail sales (excluding automobiles and gasoline). We believe there could be an upside to this estimate given favorable economic conditions, such as an extremely low unemployment rate, wage growth and modest inflation.
September 17, 2018 Insight Report Premium August 2018 US Same-Store Sales: Strong Beat by CostcoCostco’s same-store sales rose higher in August this year compared to the growth reported in the same month last year.
September 17, 2018 Deep Dive Premium Deep Dive: Profiling Ten of the World’s Biggest E-Commerce Marketplaces, from Alibaba to ZalandoIn this report, we profile ten of the world’s biggest e-commerce marketplaces and look at the global prospects for e-commerce growth.
September 14, 2018 Store Tracker Databank Members Weekly Store Openings and Closures Tracker 2018, Week 37: Tesco to Launch a New Discount FormatYear-to-date (YTD) 2018, the number of US store closure announcements stands at 4,589 and the number of store openings is 2,742. YTD in the UK, there have been 1,230 store closure announcements and 715 store opening announcements.
September 14, 2018 Company Earnings Update Register for Free Access Kroger (KR) 2Q18 Results: Earnings Beat, Misses on RevenueKroger reported 2Q18 revenues of $27.9 billion, up 1.0% year over year and slightly below the consensus estimate of $28.0 billion. Adjusted EPS was $0.41, up 5.1% year over year, beating the consensus estimates of $0.38.
September 14, 2018 Analyst Corner Register for Free Access Weinswig’s Weekly Sep 14, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the prospects for US retail as we head into the fourth quarter.
September 13, 2018 Event Coverage Register for Free Access Alibaba Hosts 2nd NYFW Tmall China Day: Three Women Runway Designers Selected to Represent the Contemporary Chinese ShopperThis week, Alibaba hosted its second series of New York Fashion Week (NYFW) Tmall China Day events in collaboration with the Council of Fashion Designers of America (CFDA) that was held September 9-11. Three leading brands, Particle Fever, JNBY, and Angel Chen, presented their collections on the runway at this event. Tmall China Day also included a pop-up market at Opening Ceremony, a retailer, which included products from six Chinese labels that represented “China cool,” the phenomenon of Chinese brands gaining popularity with millennials who want authentic and hip designs that integrate Chinese cultural elements.
September 13, 2018 Company Earnings Update Register for Free Access Inditex (BME: ITX) 1H18 Results: Strong Organic Growth, Flattish MarginsInditex reported 1H18 revenues of €12.03 billion, up 3.0% year over year and below the consensus estimate of €12.06 billion. Sales grew by 8.0% at constant currency.
September 13, 2018 Company Earnings Update Register for Free Access Hudson’s Bay Company (HBC) 2Q18 Results: A Retrenchment to North America Helps Soften Comp DeclineHBC reported fiscal 2Q18 revenues of C$2,160 million, down 2.0% year over year. Adjusted EPS was $0.53, lower than the consensus estimate of $0.57 and even with the year-ago quarter.
September 12, 2018 Deep Dive Premium The Final Hurdle – Innovation in Last-Mile LogisticsThis report covers innovation in last-mile logistics, a key component of the supply chain that presents unique challenges and exciting opportunities for improvement. The report covers three components of last-mile logistics: transportation, delivery and reverse logistics.
September 11, 2018 Company Earnings Update Register for Free Access Primark (LSE: ABF) FY18 Pre-Close Trading Update: Increased Selling Space Drives Sales GrowthPrimark’s parent, Associated British Foods (ABF), reported its FY18 pre-close trading update on September 10. This report focuses on results for Primark, the company’s retail division.
